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Dmitry Balyasny’s Xcel Energy XEL Stock Holding History

Dmitry Balyasny’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200,000
Closed -$14.8M – 3611
2025
Q4 		$14.8M Buy
+200,000
New +$15.8M 0.02% 865
2024
Q2 		– Sell
-75,000
Closed -$4.03M – 3183
2024
Q1 		$4.03M Buy
+75,000
New +$4.28M 0.01% 1302

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dmitry Balyasny's XEL Position: Q2 2026 in Review

Dmitry Balyasny reduced its Xcel Energy (XEL) stake by 15% in Q2 2026, selling an estimated $14.8M and leaving 1,035,575 shares worth $83.2M. The position accounts for 0.1% of the portfolio, ranked #227.

Dmitry Balyasny first reported a position in XEL in Q4 2016 and has held it in 32 quarters since. The position peaked at $117M in Q2 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Dmitry Balyasny held 1,035,575 shares of Xcel Energy worth $83.2M as of Q2 2026.
  • Dmitry Balyasny sold 184,838 Xcel Energy shares in Q2 2026, an estimated $14.8M.
  • Xcel Energy made up 0.1% of Dmitry Balyasny's portfolio in Q2 2026, its #227 holding.
  • Dmitry Balyasny first reported a position in Xcel Energy in Q4 2016 and has held it in 32 quarters since.
  • Dmitry Balyasny's Xcel Energy position peaked at $117M in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.